Easy Document Management System PDF

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com
2010 SAP AG 1
Integrating Easy Document
Management System in SAP DMS
Applies to:
SAP Easy Document Management System Version 6.0 SP12. For more information, visit the Product
Lifecycle Management homepage.
Summary
This Document describes the basic integration scenario of the Easy Document Management System with
SAP Document Management System of R/3. Integration of Easy Document Management System is
generally followed business practice in industry using different attachment documents by using Microsoft
windows Explorer functionality without login to SAP R/3.
Author: Ramalingeswara Rao Vengala
Company: Intelligroup Inc.
Created on: 1 January 2010
Author Bio
Ramalingeswara Rao Vengala has a Bachelors degree in Engineering and worked as a Plant Manager
before joined SAP. He has been working as a Principal Consultant with Intelligroup Inc., USA. He has
expertise in SAP Project System, Investment Management, Materials Management, Warehouse
Management, Document Management System and Easy DMS modules. He worked in many SAP
implementations and support Projects in USA, India, Saudi Arabia, China and Egypt.
Integrating Easy Document Management System in SAP DMS
SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com
2010 SAP AG 2
Table of Contents
Applies to: ........................................................................................................................................................... 1
Summary............................................................................................................................................................. 1
Author Bio ........................................................................................................................................................... 1
Table of Contents ............................................................................................................................................... 2
Easy Document Management System Version 6.0 sp12 ................................................................................... 3
Integration of Easy DMS to Document Management System of R/3 ................................................................. 3
Related Content ................................................................................................................................................ 16
Copyright........................................................................................................................................................... 16
2010 SAP AG 3
Easy Document Management System Version 6.0 sp12
Business drivers
Creating folders and document info records without login to SAP R/3
Change and display of document info records
Deleting and renaming of the documents and folders
Searching the document info records
Moving the documents between the folders
Integration of Easy DMS to Document Management System of R/3
SAP Easy Document Management supports the extensive functions of SAP Easy Document Management
without having detailed knowledge of SAP Document Management.
We can create public and private folders, which are documents in SAP Easy Document Management in
hierarchical structures and save the files in the style of Microsoft Windows Explorer.
Public folders: Quick access information and documents for all persons involved in a project
Private folders: Personal folder of the documents
This paper is confined to the scope of Easy Document Management System (Easy DMS) with SAP DMS
Integration Capabilities.
The section below describes how Easy DMS acts as a powerful front end system which has been integrated
with back end DMS system. Easy DMS needs to be installed on user desktop.
Logon to Easy DMS by using

Create a Document folders (structures) or sub folders (sub structures) from Easy DMS or SAP DMS.
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By using T.Code: CV11 from SAP DMS Create structures and sub structures or directly from Easy DMS click
on New Folder
Public folder
Private folder by
maintaining user
name or user id
Create
Document
Structure
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Create folders and subfolders from CV11

Creating Document Info Record from Easy DMS to SAP DMS
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Document 10000000234 created automatically in SAP DMS by selecting Document Type and Description
and assigning attachment

Check the document info record, which was created from Easy DMS into SAP DMS
Create
Document
Info Record
Assign
attachment
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Change or Edit of a Document Info Record by selecting suitable record from the list
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Click on Technical Details tab to make changes in Info Record

By clicking on Change Document, system automatically takes into SAP DMS of Document Info Record to
make changes, if required.
Click on change
document button
Click on Edit icon to
change Info Record
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View or Display of Document Info Record
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Click on Display Document to view the Document Info Record in SAP DMS by click on Technical Details
tab

Display of Info Record in DMS of SAP
Click on
Display on Info
Record icon
Click on Display
Document
button
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By using Search or Find functionality, can find the documents by giving Document Type and Description
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To Delete a particular document info record, select and delete
Click on Search
button to find
Document
Click on Search
button to find
Document
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Configuration steps in Document Management System (SPRO)
Define Document Types

Deleting Info
Record
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Assign Class Type and Class for a particular Document Type to maintain Classification in Easy DMS and
SAP DMS.
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Business benefits
- No need to login to SAP R/3
- More number of users can be used
- Required less knowledge
- User can be stored private documents
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Related Content
http://help.sap.com/saphelp_erp2004/helpdata/en/db/003353fca05c47bfc8f391cf296fc8/frameset.htm
2010 SAP AG 17
Copyright
Copyright 2009 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior notice.
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